POST
Market read
The latest filing evidence is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
Invalidation: The isolated read changes if POST's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Nine months ended June 30, 2025 Cash used in investing activities for the nine months ended June 30, 2025 was $473.4 million, primarily driven by net cash payments of $124.4 million related to the PPI acquisition and capital expenditures of $360.5 million, pa…”10-Q · Aug 6, 2026 ↗
“Sales of side dishes increased $11.7 million, or 3%, driven by 4% higher volumes primarily due to new private label product introductions.”10-Q · Aug 6, 2026 ↗
“Segment profit for the nine months ended June 30, 2026 increased $15.2 million, or 28%, when compared to the prior year period, primarily driven by favorable product mix toward higher margin products, lower manufacturing costs of $2.6 million and a favorable…”10-Q · Aug 6, 2026 ↗
“These negative impacts were partially offset by lower raw material costs of $8.6 million.”10-Q · Aug 6, 2026 ↗
Valuation discipline
Price/sales 0.6× · EV/sales 1.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 9 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for POST. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-08-08.
Capital and cash conversion
Capital-spending intensity declined while free-cash-flow margin improved.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded improvement was identified.
“Sales of side dishes were up $2.8 million, or 4%, on 1% lower volumes, driven by higher average net selling prices primarily due to list price increases.”
“Nine months ended June 30, 2025 Cash used in investing activities for the nine months ended June 30, 2025 was $473.4 million, primarily driven by net cash payments of $124.4 million related to the PPI acquisition and capital expenditures of $360.5 million, partially offset by proceeds from the sale of property of $12.1 million.”
“Egg product sales were down $16.6 million, or 32%, driven by lower average net selling prices due to the lapping of HPAI pricing in the prior year period and 9% lower volumes primarily due to the normalization of egg demand in the current year period .”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“The largest customers of our Foodservice segment, Sysco and US Foods, accounted for 42.0% of the segment’s net sales in fiscal 2025.”
“The largest customers of our Foodservice segment, Sysco and US Foods, accounted for 42.0% of the segment’s net sales in fiscal 2025.”
Depended on by
“As such, we currently do not expect to add-back in the future any additional supplier settlements related to that effort.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
POST is currently a Follower in the organic co-movement group Packaged Foods. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.